| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RFL Rossby Financial LLC Rossby Financial LLC | 426 | $32,962.24 | $38,007.72 | $5,045.48 | 15.31% |
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 109,391 | $6.93M | $9.76M | $2.83M | 40.94% |
BLVD Private Wealth LLC BLVD Private Wealth LLC | 2,363 | $212,575 | $210,826.86 | -$1,748.14 | -0.82% |
Molly Wheeler Burk Holdings LLC | 1,918 | $148,741 | $177,146.48 | $28,405.48 | 19.1% |